H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History
H&H Retirement Design & Management Inc
- $159 Million
- Q4 2024
A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 153,752 shares of DES stock, worth $5.03 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
153,752
Previous 153,259
0.32%
Holding current value
$5.03 Million
Previous $5.29 Million
0.08%
% of portfolio
3.32%
Previous 3.13%
Shares
8 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$73 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$48.3 Million0.05% of portfolio